How a $3.2B Private Equity Firm Fixed CRM Blind Spots by Capturing Email

https://dailyiowan.com/2026/02/03/5-best-private-equity-crm-for-us-in-2026/

How a $3.2B PE Firm Struggled to Keep Deals and Contacts in Sync When a mid-market private equity firm with $3.2 billion in assets under management set out to upgrade its CRM, leaders assumed the problem was the software